See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 04-2675571 | Advisory (Participants) | $60,135 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $59,551 |
TYLER ASSOCIATES INC1 year Filed as: TYLER ASSOCIATES INC. Service code 15 · EIN 04-2703421 | Recordkeeping | $18,487 |
Service code 10 · EIN 43-0835107 | Accounting | $8,910 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,661 | $82,202-39.6% | $125,339-60.4% | $64,808-23.4% |
| Participation rate | 88.9% | 77.9%+11.0pp | 82.4%+6.5pp | 71.5%+17.4pp |
| Annual return | 21.37% | 3.48%+17.9pp | 572.05%-550.7pp | 32.82%-11.4pp |
| Employer contribution / active EE | $983 | $3,615-72.8% | $4,814-79.6% | $2,506-60.8% |
| Participant deferral / active EE | $5,841 | $7,175-18.6% | $7,446-21.6% | $4,310+35.5% |
| Admin fee / account holder | $276 | $163+69.4% | $10,010-97.2% | $188+47.2% |